Latest NASPERS LTD Stock Portfolio

$252Million– No. of Holdings #3

NASPERS LTD Performance:
2026 Q1: -7.23%YTD: -7.23%2025: -38.44%

Performance for 2026 Q1 is -7.23%, and YTD is -7.23%, and 2025 is -38.44%.

About NASPERS LTD and 13F Hedge Fund Stock Holdings

On 2026-05-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, NASPERS LTD reported an equity portfolio of $252.9 Millions as of 31 Mar, 2026.

The top stock holdings of NASPERS LTD are RELY, SMWB, SKIL. The fund has invested 83.3% of it's portfolio in REMITLY GLOBAL, INC. and 11.5% of portfolio in SIMILARWEB LTD.

They significantly reduced their stock positions in REMITLY GLOBAL, INC. (RELY).
NASPERS LTD Equity Portfolio Value
Last Reported on: 13 May, 2026

NASPERS LTD Annual Return Estimates Vs S&P 500

Our best estimate is that NASPERS LTD made a return of -7.23% in the last quarter. In trailing 12 months, it's portfolio return was -34.62%.
  • Performance
  • S&P 500

New Buys

No new stocks were added by NASPERS LTD

Additions

No additions were made to existing positions by NASPERS LTD

Reductions

Ticker% Reduced
remitly global, inc.-47.17

NASPERS LTD reduced stake in above stock

Sold off

None of the stocks were completely sold off by NASPERS LTD

Sector Distribution

NASPERS LTD has about 83.3% of it's holdings in Technology sector.

  • Technology
  • Others
  • Consumer Defensive
Sector%
Technology83.3
Others11.5
Consumer Defensive5.2

Market Cap. Distribution

NASPERS LTD has about 0% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MID-CAP
  • UNALLOCATED
  • NANO-CAP
Category%
MID-CAP83.3
UNALLOCATED11.5
NANO-CAP5.2

Stocks belong to which Index?

About 88.5% of the stocks held by NASPERS LTD either belong to S&P 500 or RUSSELL 2000 index.

  • RUSSELL 2000
  • Others
Index%
RUSSELL 200088.5
Others11.5
Top 5 Winners (%)%
RELY
remitly global, inc.
10.4 %
Top 5 Winners ($)$
RELY
remitly global, inc.
36.4 M
Top 5 Losers (%)%
SMWB
similarweb ltd
-65.2 %
SKIL
skillsoft corp.
-53.9 %
Top 5 Losers ($)$
SMWB
similarweb ltd
-54.5 M
SKIL
skillsoft corp.
-15.3 M

NASPERS LTD Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of NASPERS LTD

NASPERS LTD has 3 stocks in it's portfolio. SMWB proved to be the most loss making stock for the portfolio. RELY was the most profitable stock for NASPERS LTD last quarter.

Last Reported on: 13 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions